Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Julie? Claim Your ProfileJulie Mcsweeney Alexander is a financial advisor with Raymond James & Associates, Inc. Julie has been in the industry since August 2001. Julie is registered with the state of Louisiana. Julie is also registered with the state of Texas and has passed the Series 7 and Series 66 exams. Julie previously worked at MORGAN KEEGAN & COMPANY, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., and UBS FINANCIAL SERVICES INC. Julie provides investment advice to individuals, businesses, and institutional clients. Julie also provides financial planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
LA
01/05/2018 - Present
Raymond James & Associates, Inc. (NEW ORLEANS LA)
LA
07/07/2006 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (NEW ORLEANS LA)
LA
05/19/2004 - 07/12/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
NJ
08/07/2001 - 05/26/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/16/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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